Investor Profile Questionnaire
Please complete the following Investor Profile questionnaire.
Full Name *
Your answer
Email *
Your answer
Risk Tolerance
I understand that investments necessarily fluctuate up and down in the markets. My attitude towards temporary market declines is: *
Declines in the value of my portfolio would concern me if they persisted over the following period of time: *
The return pattern I would be most comfortable with can be described as: *
Time Horizon
I am planning to (or it is possible that I may need to) spend all or part of my principal investment over the following time horizon: *
For the income generated by my portfolio: *
How would you describe your cash flow: *
Investment Objectives
My main investment objective is to: *
My portfolio represents: *
Relative to other assets I own, my portfolio is: *
The rate of return I expect on my portfolio is: *
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